Centra HUB CRM Warranty Management helps to reduce warranty cost and increases the revenue of service. It maintains complete details about the customers, products and their warranties. Warranty management software in CRM helps to keep each and every information about the products in single cloud software. It is in centralized form and can be accessed from anywhere & anytime.
In Centra HUB warranty management can be created by using three steps:
1. Create a Custom list view.
2. In Contract module field setup, Create contract type as warranty.
3. Then setup field rule for the service value as “0”.
Enter the View name as Warranty management for the list view layout.
Enter any remarks regarding the list view.
Select the radio button for the public, private or role specific for the view of contracts.
Select a search type from the drop-down list. (To view the records which you need)
Set On for the default.( To use the layout as default for list view)
Select the criteria using the advanced filter.
Select from the available list to selected list using arrows.
Sort the records in the order by selecting as ascending or descending from the drop-down list.
Select the radio button for the search of records. (Alphabets or layout)
Enter a name for the rule.( Example Name: Contract type)
Select the checkbox where the field rule is to be applied.
In If condition, enter the condition for the field.
Apply the condition. ( You want to add more conditions click on the + button)